Automated client check-in features NEW
Speed through client check-ins using smart automation
Build, assign and manage your client check-ins, all in one platform. Build custom check-in forms, automate your check-in schedules and track client progress with ease.
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- Unlimited clients
- 30-day free trial
- No card details required
Seamlessly create, track and manage client check-ins, from a single app
Your coaching business. Integrated. One platform, with everything you need to coach, manage and engage your clients.
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Frequently asked questions
Automated Check-Ins allows coaches to create, manage and respond to client check-ins in one place, allowing you to manage your client health data, progress tracking and communication from a single hub.
Furthermore, our automated workflows allow coaches to create and schedule recurring client check-ins on a daily, weekly, bi-weekly or monthly basis, meaning that you only need to set them up once, and our software will do all the heavy lifting for you, including sending automated push notifications and reminders to keep your clients fully accountable.
Need help deciding what to ask in your weekly check-ins? Read our guide to essential client check-in questions to help you build an effective, repeatable process that keeps your clients engaged and on track.
Absolutely! The Automated Check-Ins feature can be fully customized, including the ability to: create unique check-in question and answer forms, set check-ins to recur on a daily, weekly, bi-weekly or monthly basis, configure custom check-in “open”, “close” and “overdue” timings, set up reminders and push notifications for clients, customize your dedicated check-in inbox and even respond to check-ins via text input, voicenote or video.
Simple. Your clients can check-in with you via their companion mobile app or via web browser. Clients will be prompted by push notification and/or email (depending on your preferences) when their check-in is open, and can respond and submit their check-in directly from their account.
Coaches can manage their check-in responses using the dedicated check-ins Inbox. This area allows you to easily stay on top of your client admin, as well as to respond efficiently to client check-ins at a time most convenient for you.
Coaches can respond to check-ins directly via their mobile app (iOS and Android) or web browser, as well as view a full history of your client’s check-ins in their profile in the Contacts area.
100%! Simply add “Progress photos” and/or “Measurements” as an option into your check-in, and your clients will be able to upload their images or update their metrics directly from their check-in.
Using the side-by side check-in comparison tool, you can easily compare your clients’ progress; week-over-week, month-over-month, year-over-year. This allows coaches to easily chart client progress over time, as well as compare performance across a specific date range (such as when your client started, vs. where they’re at now).
The Automated Check-Ins feature is included in our Premium plan. To learn more about pricing, please refer to our Pricing page.
Easy! Simply sign up for a free trial or log in to your existing account. Navigate to the Check-Ins section, and test out the Automated Check-Ins feature first-hand!